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Soltis Investment Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Soltis Investment Advisors’s Portfolio EMB Stock Details EMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,176
Closed -$204K – 666
2026
Q1 		$204K Sell
2,176
-129
-6% -$12.4K 0.01% 546
2025
Q4 		$222K Sell
2,305
-62
-3% -$5.96K 0.01% 480
2025
Q3 		$225K Sell
2,367
-181
-7% -$16.9K 0.02% 438
2025
Q2 		$236K Sell
2,548
-1,142
-31% -$103K 0.02% 358
2025
Q1 		$334K Buy
3,690
+624
+20% +$56.5K 0.03% 284
2024
Q4 		$273K Sell
3,066
-248
-7% -$22.6K 0.03% 303
2024
Q3 		$310K Buy
3,314
+61
+2% +$5.56K 0.03% 275
2024
Q2 		$288K Sell
3,253
-408
-11% -$36.2K 0.03% 266
2024
Q1 		$328K Sell
3,661
-261
-7% -$23K 0.04% 241
2023
Q4 		$349K Sell
3,922
-46
-1% -$3.87K 0.04% 223
2023
Q3 		$327K Sell
3,968
-21
-0.5% -$1.79K 0.04% 215
2023
Q2 		$345K Sell
3,989
-304
-7% -$25.9K 0.04% 204
2023
Q1 		$370K Sell
4,293
-6,149
-59% -$530K 0.05% 191
2022
Q4 		$883K Sell
10,442
-2,290
-18% -$189K 0.12% 132
2022
Q3 		$1.01M Buy
12,732
+1,221
+11% +$104K 0.15% 125
2022
Q2 		$982K Buy
11,511
+853
+8% +$77.1K 0.14% 129
2022
Q1 		$1.04M Buy
10,658
+619
+6% +$62.7K 0.14% 126
2021
Q4 		$1.09M Sell
10,039
-198
-2% -$21.6K 0.15% 126
2021
Q3 		$1.13M Buy
10,237
+165
+2% +$18.5K 0.17% 114
2021
Q2 		$1.13M Sell
10,072
-259
-3% -$28.8K 0.18% 107
2021
Q1 		$1.13M Sell
10,331
-1,678
-14% -$188K 0.21% 96
2020
Q4 		$1.39M Sell
12,009
-629
-5% -$71.2K 0.26% 72
2020
Q3 		$1.4M Buy
12,638
+314
+3% +$35.3K 0.33% 61
2020
Q2 		$1.35M Sell
12,324
-47,846
-80% -$4.95M 0.35% 50
2020
Q1 		$5.82M Buy
60,170
+6,484
+12% +$715K 1.81% 12
2019
Q4 		$6.15M Buy
+53,686
New +$6.07M 1.18% 18

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Soltis Investment Advisors's EMB Position: Q2 2026 in Review

Soltis Investment Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026, closing a stake of 2,176 shares — an estimated $204K sold.

Soltis Investment Advisors first reported a position in EMB in Q4 2019 and held it in 26 quarters. The position peaked at $6.15M in Q4 2019. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Soltis Investment Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Soltis Investment Advisors sold 2,176 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $204K.
  • Soltis Investment Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and held it in 26 quarters.
  • Soltis Investment Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $6.15M in Q4 2019.
  • 836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.